TW
OIL

Transform Wealth’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Transform Wealth’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18,939
Closed -$78K – 242
2020
Q1 		$78K Buy
+18,939
New +$179K 0.02% 202

Other funds holding OIL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Transform Wealth's OIL Position: Q2 2020 in Review

Transform Wealth sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q2 2020, closing a stake of 18,939 shares — an estimated $78K sold.

Transform Wealth first reported a position in OIL in Q1 2020 and held it in 1 quarter. The position peaked at $78K in Q1 2020. 1 fund tracked by Wall St. Rank holds OIL as of Q2 2020.

  • Transform Wealth reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q2 2020 after selling out during the quarter.
  • Transform Wealth sold 18,939 iPath Series B S&P GSCI Crude Oil ETN shares in Q2 2020, an estimated $78K.
  • Transform Wealth first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q1 2020 and held it in 1 quarter.
  • Transform Wealth's iPath Series B S&P GSCI Crude Oil ETN position peaked at $78K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q2 2020.

Based on Transform Wealth's 13F filing for Q2 2020, filed 22 Jul 2020.